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Some Do's and Don'ts to “beat Uncle Sam”
Make your money work for you... in your sleep. Learn the Rule of 72.
Is it like investing in the stock market???
But first...
Did you know that putting aside on $10 a day for 30 years would return $447,107 TAX FREE (if you knew how to beat Uncle Sam)!!!
And NOT knowing how to beat Uncle Sam, you would have to pay roughly $147,000 in TAXES!!!
(and all this is assuming you knew the Rule of 72 to grow $108,000 of principle money using compounding int
But first...
Did you know that putting aside on $10 a day for 30 years would return $447,107 TAX FREE (if you knew how to beat Uncle Sam)!!!
And NOT knowing how to beat Uncle Sam, you would have to pay roughly $147,000 in TAXES!!!
(and all this is assuming you knew the Rule of 72 to grow $108,000 of principle money using compounding interest). So now that we’ve got your attention...
***DO set up your own retirement account, but...
***DON'T open up IRAs!!!
***DO, save for your child's college education, but
***DON'T open 529 College Plans!!!
According to the current trajectory, the Social Security will most likely run out of funds by 2034!) https://smartasset.com/retirement/social-security-run-out#:~:text=It%20is%20true%20that%20the,raise%20money%20each%20month%2C%20though.
Most people then revert to opening IRAs to defer their taxes and use it as a means to save towards retirement knowing they would incur a 10% penalty if withdrawn before age 59 1/2 and NOT even knowing 50% will go to Uncle Sam if withdrawn too late (past age 72)!!!!
*****
So in almost all cases, our company is able to divert the exact amount of funds that you would have put in an IRA over to an indexed universal life policy sheltering you from taxes (please refer to our strategy), while also providing a life insurance policy WITH total disability benefits, grow the money with a higher interest, and ZERO risk to your principal even the stock market crashes! All for the exact amount you would’ve put into an IRA that only defers your taxes and does not come with a floor protection from market downturns!
*** see an example from Transamerica: https://www.transamerica.com/individual/what-we-offer/products/insurance/universal-life/
~~What is a 529 College Fund~~
These plans are great for sheltering a college savings account from taxes, but these funds can only be used for college expenses, and in most cases will be counted as assets and will hinder your child from qualifying for financial aid and/or Pell Grants.
***Our savings strategy will not only shelter your child’s savings from taxes but will also allow for funds to be withdrawn for ANY purpose without taxations and still allow your child to apply for financial aid and government grants.
Is it like investing in the stock market???
Make your money work for you... in your sleep. Learn the Rule of 72.
Is it like investing in the stock market???
The answer is Yes AND no...
*** YES, our strategy IS like investing in stocks in a sense that we channel your funds into the Global Index (which is a "basket" of the world's most profitable stocks).
***NO, you are not really investing in stocks because our strategy protects you with a GUARANTEED FLOOR unlike stocks with a risk!!! So if the
The answer is Yes AND no...
*** YES, our strategy IS like investing in stocks in a sense that we channel your funds into the Global Index (which is a "basket" of the world's most profitable stocks).
***NO, you are not really investing in stocks because our strategy protects you with a GUARANTEED FLOOR unlike stocks with a risk!!! So if the market was ever tanking 20%, 30%, 40% your money (principal) is protected!
Some providers, for example, TransAmerica, offer a 0.75% floor and a 15% cap rate!
and other providers such as Nationwide offer a floor of 0% and a cap rate of up to 20-25%!
Make your money work for you... in your sleep. Learn the Rule of 72.
Make your money work for you... in your sleep. Learn the Rule of 72.
Make your money work for you... in your sleep. Learn the Rule of 72.
"Thought" to have been developed by Albert Einstein to compute the number of years it would take to double your money. The Rule of 72 computes using a "compounding interest" formula to see if time is on your side or will you be using money to catch up to time to find out when your money doubles.
Rule of 72...
72 divide by the interest ra
"Thought" to have been developed by Albert Einstein to compute the number of years it would take to double your money. The Rule of 72 computes using a "compounding interest" formula to see if time is on your side or will you be using money to catch up to time to find out when your money doubles.
Rule of 72...
72 divide by the interest rate = number of years it takes your money to double.
(and this is while you only invested only $108,000 of principle)
*** After finding out tips on how to grow your money, now you also need to learn how to KEEP your money from getting taxed and giving back to Uncle Sam.
The loophole is anything
"over-funded" or invested under an insurance policy/umbrella qualifies to be sheltered from all taxes *if you follow our strategy.
*Understand how an IUL works...
https://www.transamerica.com/individual/what-we-offer/products/insurance/index-universal-life/
*by maintaining 10-20% of the cash surrender value.